UBS Group
IEDI icon

UBS Group’s iShares US Consumer Focused ETF IEDI Stock Holding History

UBS Group’s Portfolio IEDI Stock Details IEDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-984
Closed -$55.4K – 10827
2025
Q3 		$55.4K Sell
984
-67
-6% -$3.77K ﹤0.01% 7489
2025
Q2 		$57.6K Buy
1,051
+79
+8% +$4.13K ﹤0.01% 7665
2025
Q1 		$49.6K Buy
+972
New +$52.4K ﹤0.01% 7603
2024
Q3 		– Sell
-60
Closed -$2.91K – 9757
2024
Q2 		$2.91K Buy
+60
New +$2.87K ﹤0.01% 8285
2023
Q4 		– Sell
-486
Closed -$18.7K – 9571
2023
Q3 		$18.7K Buy
486
+267
+122% +$10.8K ﹤0.01% 6844
2023
Q2 		$8.84K Sell
219
-417
-66% -$16.1K ﹤0.01% 7210
2023
Q1 		$24K Buy
636
+626
+6,260% +$23.5K ﹤0.01% 6950
2022
Q4 		$360 Sell
10
-1,906
-99% -$70.6K ﹤0.01% 10227
2022
Q3 		$67K Buy
1,916
+1,803
+1,596% +$69K ﹤0.01% 6066
2022
Q2 		$4K Sell
113
-3,357
-97% -$131K ﹤0.01% 9075
2022
Q1 		$152K Buy
3,470
+1,619
+87% +$71.2K ﹤0.01% 5581
2021
Q4 		$89K Sell
1,851
-648
-26% -$30.4K ﹤0.01% 6416
2021
Q3 		$110K Sell
2,499
-370
-13% -$16.9K ﹤0.01% 5770
2021
Q2 		$128K Sell
2,869
-26
-0.9% -$1.13K ﹤0.01% 5692
2021
Q1 		$121K Buy
+2,895
New +$118K ﹤0.01% 5818

Other funds holding IEDI

UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CRI
Commonwealth Retirement Investments Richmond, Virginia $368M AUM 32.06% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group's IEDI Position: Q4 2025 in Review

UBS Group sold out of iShares US Consumer Focused ETF (IEDI) in Q4 2025, closing a stake of 984 shares — an estimated $55.4K sold.

UBS Group first reported a position in IEDI in Q1 2021 and held it in 15 quarters. The position peaked at $152K in Q1 2022. 22 funds tracked by Wall St. Rank hold IEDI as of Q4 2025.

  • UBS Group reported no remaining iShares US Consumer Focused ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 984 iShares US Consumer Focused ETF shares in Q4 2025, an estimated $55.4K.
  • UBS Group first reported a position in iShares US Consumer Focused ETF in Q1 2021 and held it in 15 quarters.
  • UBS Group's iShares US Consumer Focused ETF position peaked at $152K in Q1 2022.
  • 22 funds tracked by Wall St. Rank held iShares US Consumer Focused ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.